Broker Dealers
Holding Onto Clients: Start by Listening
By Mike PattonA basic level of trust is necessary for a client to hire an advisor, but a deeper level is needed to retain that client.
October 14, 2013
One Thing: Why a Singular Focus Is Critical to Building an Advisory BusinessProud of your multitasking skills? Don't be. Instead, try focusing on one thing at a time.
October 11, 2013
How to sell more than you thought possibleHeed this advice from two selling superstars.
October 11, 2013
How to sell more than you thought possibleHeed this advice from two selling superstars.
October 10, 2013
Liquid Alts, Pt. 2: Long-Short Bond and Macro StrategiesIn part two of our consideration of the role of liquid alternatives in client portfolios, we focus on long-short bond and event-driven strategies.
October 10, 2013
Disability Insurance Observer: SeparationMaybe even investors with long time horizons would benefit from less tug of war.
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